Work Location:
Bridgewater, Nova Scotia, Canada
Hours:
37.5
Line of Business:
TD Wealth
Pay Details:
$60,000 - $70,000 CAD. This role is eligible for commission-based earnings.
Financial Planner
Responsibilities
- Partnering with clients to understand their life and financial objectives, conducting in-depth financial reviews, and fostering long-term connections through ongoing support and guidance
- Leveraging data-driven insights to analyze results, develop recommendations, and continuously evaluate the effectiveness of financial programs, policies, and practices
- Collaborating with your team to achieve shared objectives while enhancing the client experience and demonstrating a commitment to service excellence
- Monitoring productivity and service delivery, identifying opportunities for increased efficiency, and championing continuous i...